Jo Masters, Chief Economist at Barrenjoey Capital Partners, brings 25 years of economic insight, while Ben Samild, Chief Investment Officer at the Future Fund, leverages his extensive hedge fund expertise. Hervé Lemahieu, Director of Research at the Lowy Institute, dives into strategic geopolitics. They explore rising geopolitical tensions, the implications of U.S.-China relations, and the impact of political shifts on global markets. The discussion also covers inflation, decarbonization, and the significance of geopolitical risk in shaping investment strategies.